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RAYMOND JAMES FINANCIAL INC: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on WMS, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 78,944 WMS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,944 shares
    Change vs previous 13F -6,053 shares

    <0.01% of the 13F portfolio, value $12,390,990.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,997 shares
    Change vs previous 13F +3,172 shares

    <0.01% of the 13F portfolio, value $11,655,574.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,825 shares
    Change vs previous 13F -15,714 shares

    <0.01% of the 13F portfolio, value $11,850,755.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,539 shares
    Change vs previous 13F +3,980 shares

    <0.01% of the 13F portfolio, value $13,528,720.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,559 shares
    Change vs previous 13F +53,302 shares

    <0.01% of the 13F portfolio, value $10,746,283.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,257 shares
    Change vs previous 13F +22,737 shares

    <0.01% of the 13F portfolio, value $4,373,661.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 17,520 shares
    Change vs previous 13F +2,814 shares

    <0.01% of the 13F portfolio, value $2,025,333.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,311,143.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 1,484 shares
    • Raymond James Financial Services Advisors, Inc.: 13,222 shares

    Acceptance time not in the bulk data set (spec §4.2).